Heritage Insurance

Shanna has done s great job at finding the best coverage and premiums for our own personal home, rental properties and commercial properties. She is detailed and friendly. She goes the extra mile to explain our coverages. Highly recommend her. She has saved us thousands of dollars.

We had about 20 policies that Shanna Larsen quoted to us through the Heritage Bank (various insurance companies). It was a challenge with so many. Shanna was very knowledgeable and easy to work with. Mission accomplished and a nice saving plus higher values and better coverage. They made the experience much easier than I thought it would be.

Kristie Winkler is a pleasure to work with! Very on top of things, has the answers we need & responds in timely manner. Thank you!!

I had the best experience with Wendy! She did such a great job explaining each aspect of the quote to me and making sure I understood before making any decisions. I would highly recommend her and Heritage Bank to anyone!

Sara was so very helpful and friendly with my insurance needs on a very short notice today. Her kind, courteous and cooperative attitude is an asset to Heritage Insurance clients, like myself.

I did my own study/selection for Medicare Part D the first couple years, but went in to the Heritage office just to confirm my choice. They came up with the same company I did.... in a FRACTION of the time! Since then, I just take our meds list directly to them!! Christy is their current agent. She can very quickly sort through all the possibilities and determine which plan is best for each of us.

Kristi is great! She is very knowledgeable and helpful. Definitely would recommend her for your health insurance needs!

Would highly recommend Kristie to anyone looking to purchase insurance!

Jesse was awesome helping me with my claim.

Great customer service! They always go the extra mile to help.

The staff

If I would be able to give Felicia a negative, I would. 1 star is apparently the only way I am able to write a review.

She contacted me at the end of the enrollment period through a letter. She is not even my insurance agent. This is the only time I have ever heard from her since ago when I contacted her that I would like a different agent.

When I first called her about the letter that I had received today (which is when recruiting more clients is necessary), she was very unpleasant and spoke unprofessionally.

I spoke with the Insurance Company and my Agent (who has been my agent for 3 years);
however, Felicia has somehow had access to my account.

Don't do business with this place!